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Livermore
Livermore
ZHEN

Merit Financial Group, LLC

SEC CIK
0001621225
Latest filing
Jul 20, 2026

WMT holding history

Walmart Inc. in every 13F filed by Merit Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
451,779
Value
$51.2M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by Merit Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026451,779$51.2M0.3%+58,750+14.9%AddedHolders
Q1 2026393,029$48.8M0.4%+53,014+15.6%AddedHolders
Q4 2025340,015$37.9M0.3%+31,577+10.2%AddedHolders
Q3 2025308,438$31.8M0.3%+55,340+21.9%AddedHolders
Q2 2025253,098$24.7M0.3%+93,768+58.9%AddedHolders
Q1 2025159,330$14.0M0.2%+13,895+9.6%AddedHolders
Q4 2024145,435$13.1M0.2%+38,285+35.7%AddedHolders
Q3 2024107,150$8.65M0.2%+4,052+3.9%AddedHolders
Q2 2024103,098$6.98M0.2%+1,034+1.0%AddedHolders
Q1 2024102,064$6.11M0.1%+47,209+86.1%AddedConverted for a 3-for-1 splitHolders
Q4 202318,285$2.88M0.1%−11,270−38.1%ReducedHolders
Q3 202329,555$4.73M0.2%+625+2.2%AddedHolders
Q2 202328,930$4.55M0.1%+6,325+28.0%AddedHolders
Q1 202322,605$3.33M0.1%+2,424+12.0%AddedHolders
Q4 202220,181$2.86M0.1%+8,840+77.9%AddedHolders
Q3 202211,341$1.47M0.1%−8,452−42.7%ReducedHolders
Q2 202219,793$2.41M0.1%+14,283+259.2%AddedHolders
Q1 20225,510$821.0K<0.1%+572+11.6%AddedHolders
Q4 20214,938$714.0K0.1%−198−3.9%ReducedHolders
Q3 20215,136$716.0K0.1%+338+7.0%AddedHolders
Q2 20214,798$677.0K0.1%−593−11.0%ReducedHolders
Q1 20215,391$732.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.